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PIMCO Real Estate Real Return Strategy D Message Board

  • fredkane3947 fredkane3947 Dec 21, 2011 1:13 PM Flag

    Time to rotate?

    I know we've talked about CIM a little. I am thinking about beginning to rotate out of my mREITS AGNC and ARR and maybe our of CIM as well. Although my CIM holding is pretty small. But I have quite a chunk of change in AGNC and ARR. I knew when I went in that one day their earnings would drop and the dividends would follow. So I am thinking that I may begin dollar cost averaging out of both and into some other high yielding, more diverse, stocks and funds. I hate to lose the +19% yield but I can trade it in for a +13% that is going to be less effected when the economy recovers. I can take the 6% drop in dividends for that segment of my portfolio and still more than beat my retirement income goal.

    Among those I am considering are: a pretty substantial increase in my GABUX holding plus adding some NCZ, PSEC, OXLC, HRZN, AGC and either GGN or GNT.

    Thoughts? Opinions?

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